TD Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TD Capital Management’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.1K	Hold	67	–	–	﹤0.01%	617
2025 Q4	$3.12K	Hold	67	–	–	﹤0.01%	563
2025 Q3	$3.13K	Hold	67	–	–	﹤0.01%	534
2025 Q2	$3.1K	Sell	67 -363	-84%	-$16.6K	﹤0.01%	536
2025 Q1	$19.8K	Buy	430 +3	+0.7%	+$137	﹤0.01%	253
2024 Q4	$19.3K	Sell	427 -62	-13%	-$2.85K	﹤0.01%	246
2024 Q3	$23.1K	Buy	489 +3	+0.6%	+$139	﹤0.01%	242
2024 Q2	$22K	Buy	486 +4	+0.8%	+$180	﹤0.01%	237
2024 Q1	$22K	Buy	482 +2	+0.4%	+$91	﹤0.01%	238
2023 Q4	$22.1K	Buy	480 +4	+0.8%	+$177	﹤0.01%	240
2023 Q3	$20.8K	Buy	476 +3	+0.6%	+$134	﹤0.01%	232
2023 Q2	$21.5K	Sell	473 -4	-0.8%	-$183	﹤0.01%	236
2023 Q1	$22K	Buy	+477	New	+$21.8K	﹤0.01%	227

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TD Capital Management's IUSB Position: Q1 2026 in Review

TD Capital Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 67 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

TD Capital Management first reported a position in IUSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $23.1K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

TD Capital Management held 67 shares of iShares Core Universal USD Bond ETF worth $3.1K as of Q1 2026.
TD Capital Management left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #617 holding.
TD Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 13 quarters since.
TD Capital Management's iShares Core Universal USD Bond ETF position peaked at $23.1K in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.